EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.2M
3
+$13.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.63M

Top Sells

1
+$16.3M
2
+$14.9M
3
+$8.04M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$7.13M
5
AXP icon
American Express
AXP
+$6.81M

Sector Composition

1 Technology 16.54%
2 Healthcare 13.57%
3 Consumer Discretionary 13.47%
4 Financials 11.87%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$188K 0.01%
+3,200
427
$188K 0.01%
4,900
+22
428
$187K 0.01%
14,500
429
$186K 0.01%
4,567
430
$186K 0.01%
8,850
431
$184K 0.01%
+12,519
432
$184K 0.01%
2,052
+1,727
433
$184K 0.01%
1,800
434
$184K 0.01%
1,100
435
$182K 0.01%
+6,132
436
$181K 0.01%
3,474
+596
437
$179K 0.01%
+3,737
438
$178K 0.01%
4,181
+3,491
439
$178K 0.01%
10,000
+5,000
440
$178K 0.01%
+4,000
441
$176K 0.01%
19,500
+8,500
442
$176K 0.01%
2,826
+2,098
443
$174K 0.01%
+2,200
444
$174K 0.01%
1,920
-201
445
$172K 0.01%
1,351
+351
446
$169K 0.01%
2,454
+135
447
$168K 0.01%
3,060
448
$167K 0.01%
3,325
+519
449
$166K 0.01%
+3,200
450
$166K 0.01%
+1,975
16 17
18
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